WP
WMS Partners’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,395
| Closed | -$392K | – | 92 |
|
|
2024
Q4 | $392K | Buy |
1,395
+6
| +0.4% | +$1.69K | 0.02% | 211 |
|
|
2024
Q3 | $380K | Buy |
1,389
+663
| +91% | +$181K | 0.02% | 210 |
|
|
2024
Q2 | $218K | Buy |
+726
| New | +$218K | 0.01% | 240 |
|
|
2023
Q4 | – | Sell |
-1,135
| Closed | -$301K | – | 258 |
|
|
2023
Q3 | $301K | Sell |
1,135
-6
| -0.5% | -$1.59K | 0.02% | 203 |
|
|
2023
Q2 | $283K | Buy |
1,141
+1
| +0.1% | +$248 | 0.02% | 225 |
|
|
2023
Q1 | $260K | Buy |
+1,140
| New | +$260K | 0.02% | 227 |
|
|
2022
Q3 | – | Sell |
-1,128
| Closed | -$256K | – | 267 |
|
|
2022
Q2 | $256K | Sell |
1,128
-21
| -2% | -$4.77K | 0.04% | 197 |
|
|
2022
Q1 | $266K | Buy |
1,149
+22
| +2% | +$5.09K | 0.04% | 206 |
|
|
2021
Q4 | $292K | Buy |
1,127
+88
| +8% | +$22.8K | 0.06% | 158 |
|
|
2021
Q3 | $228K | Hold |
1,039
| – | – | 0.03% | 244 |
|
|
2021
Q2 | $310K | Buy |
1,039
+256
| +33% | +$76.4K | 0.05% | 196 |
|
|
2021
Q1 | $222K | Buy |
+783
| New | +$222K | 0.05% | 202 |
|
|
2018
Q4 | – | Sell |
-1,120
| Closed | -$270K | – | 196 |
|
|
2018
Q3 | $270K | Buy |
1,120
+90
| +9% | +$21.7K | 0.03% | 180 |
|
|
2018
Q2 | $234K | Sell |
1,030
-35
| -3% | -$7.95K | 0.03% | 187 |
|
|
2018
Q1 | $256K | Buy |
1,065
+200
| +23% | +$48.1K | 0.03% | 182 |
|
|
2017
Q4 | $216K | Buy |
+865
| New | +$216K | 0.02% | 217 |
|
|
2017
Q3 | – | Sell |
-951
| Closed | -$207K | – | 212 |
|
|
2017
Q2 | $207K | Buy |
+951
| New | +$207K | 0.03% | 200 |
|
|
2016
Q1 | – | Sell |
-1,843
| Closed | -$275K | – | 201 |
|
|
2015
Q4 | $275K | Hold |
1,843
| – | – | 0.04% | 166 |
|
|
2015
Q3 | $265K | Buy |
+1,843
| New | +$265K | 0.04% | 163 |
|